GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

OmniVision Group to Release FY2026 Q1 Earnings on April 29 During-Market BJT, Forecast Revenue CNY 6.322 B, EPS CNY 0.6189

GIGADEVICE to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 2.748 B, EPS CNY 1.2

China's Integrated Circuit Output Increased by 24.3% Year-on-Year in Q1 2026

GigaDevice Launches New 32-bit Microcontroller Based on Arm Cortex-M33 Core

YinHua Fund's Star Manager Li Xiaoxing Increases Holdings in SMIC

ASM International Announces Q1 2026 Financial Results

SMIC's core technical personnel reduced shareholding by 28,000 shares on April 20

Hubei Daily reports that Xingfu Electronics has started mass supplying electronic-grade chemicals to semiconductor clients like SMIC

GUOXIN MICRO to release FY2026 Q1 earnings report on April 28 After-Market BJT, forecast EPS CNY 0.67

Montage Technology to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 1.577 B, EPS CNY 0.515

Piotech to release FY2026 Q1 earnings report on April 28 during market hours (BJT), forecast revenue CNY 1.061 B

AMEC to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast Revenue CNY 3.144 B, EPS CNY 0.8962

Piotech to Release FY2025 Earnings on April 28 Pre-Market (BJT), Forecast Revenue CNY 6.334 B, EPS CNY 3.5975

SMIC obtains a patent for a phase-locked loop circuit

CCTV exposes the world's most powerful lithography machine for the first time, China once again breaks the Western technology blockade

SMIC and Other Semiconductor Firms Respond to Overseas Helium Supply Shortage

US closes public comment period on proposed rule restricting products with 'covered semiconductors,' potentially impacting SMIC

Market analysis indicates a supply-demand gap of nearly 2 million AI chips in China for 2026

SMIC Advances into Advanced Packaging, Establishes Subsidiary and Research Institute

Henan Mingjia Semiconductor's Phase II Project Enters Adjustment for Indium Phosphide Polycrystalline Synthesis Furnaces

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HCLTech reported a 3.9% increase in FY 2026 revenues, driven by strong demand for advanced AI services, reaching $14.7 billion. The company secured $9.3 billion in new contracts, with annualized advanced AI revenues exceeding $620 million. Growth was led by Technology and Services (15% YoY) and Financial Services (7.5% YoY). HCLTech forecasts FY 2027 revenue growth of 1.0-4.0% and announced a dividend of 24 rupees per share. The company hired 11,744 graduates in FY 2026, with a turnover rate of 12.5%.

prnewswire

Invesco Semiconductors ETF

VanEck Semiconductor ETF

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

ChinaAMC Guozheng Semiconductor Chip ETF

ISHRS S&P Glb It

Guotai CSI Computer Theme ETF

SPDR S&P Semicon

China Southern CSI Semiconductor Industry Custom ETF

Tianhong CSI Computer Theme ETF

03:24 ETLos ingresos de HCLTech en 2026 aumentaron un 3,9%, impulsados por la creciente demanda de IA avanzada

Citi analyst Andrew Gardiner reiterated a Buy rating on ASM International NV today and set a price target of €840.00.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks According to TipRanks, Gardiner is a 5-star analyst with an average return of 20.9% and a 65.15% success rate. ASM International NV has an analyst consensus of Strong Buy, with a price target consensus of €805.00.

Tip Ranks

Citi Keeps Their Buy Rating on ASM International NV (0NX3)

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DRAM

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FTXL

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SK Hynix plans to invest approximately $13 billion (19 trillion won) in a new manufacturing plant in South Korea to enhance advanced packaging capabilities. This investment aims to address the increasing global demand for AI memory, with construction expected to commence this month.

XL2CSOPHYNIX

Roundhill Memory ETF

Guotai CES Semiconductor Chip Industry ETF

First Trust Nasdaq Food & Semicon

Direxion Semicon Bull 3X

SK Hynix to invest about $13 billion in a new South Korea plant to meet AI memory demand

CENX

601702

ANTO

159516

Japan's exports rose 11.7% year-over-year in March, exceeding market expectations, driven by recovering demand from China and rising global prices. Exports to China surged 17.7%, serving as the primary growth engine, with semiconductors and non-ferrous metals performing notably. Exports to the US grew 3.4%, ending a four-month decline. Imports increased 10.9% year-over-year, narrowing the trade surplus to 667 billion yen ($4.2 billion). Energy risks stemming from the Middle East conflict could impact future supply chains

- Japan's exports expanded for the seventh consecutive month, with total export values rising by 11.7% year-on-year in March, driven by recovering demand from China and increased global prices.  
- While exports to China surged by 17.7%, imports also grew by 10.9%, narrowing the trade surplus to 667 billion yen.  
- Economists caution that the full impact of ongoing Middle East conflicts on oil supply chains may manifest in future data, particularly in April.

Wallstreetcn

Century Aluminum

Huafon Aluminium

Antofagasta plc

Freeport Mcmoran

Rio Tinto Limited

ERO Copper

Teck Resources B

Hudbay Minerals

BHP Group Plc

Rio Tinto plc

 BHP Group Ltd

Rio Tinto

Harvest CSI All Share Integrated Circuit ETF

SPDR S&P Mtls & Mng

Harvest SSE STAR Chip ETF

Sprott Copper Miners ETF

Guotai CSI All Share Integrated Circuit ETF

Invesco DB TR Base Metals ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Sprott Junior Copper Miners ETF

Strong Chinese Demand Drives Japan's March Export Surge of 11.7%

IDGT

Chip equipment manufacturer ASM International forecasts a median Q2 revenue of 980 million euros, approximately 10% higher than the average analyst estimate. The CEO stated that the rapid expansion of AI application scenarios is accelerating investment in computing infrastructure, significantly increasing customer procurement urgency. Following the announcement, ASM's US stock price surged by 6.6% intraday

- ASM International NV predicts Q2 revenue of €980 million, exceeding analyst expectations by around 10%.  
- The CEO highlights that rapid AI application expansion is driving urgent infrastructure investment in computing power, with a notable increase in client procurement urgency.  
- Additionally, ASM anticipates initial investments in pre-commercial lines for 1.4-nanometer chips in H2, further boosting equipment demand amidst the ongoing AI investment surge.

iShares US Digital Infrastructure and Real Estate ETF

Franklin Exponential Data ETF

ASML Holding NV ADRhedged

Global X Data Center & Dgtl Infrs ETF

ASML Holding NV

Alphabet

Alphabet - C

OpenAI

ASML

ASM's Q2 Guidance Surpasses Expectations Significantly as AI Infrastructure Boosts Chip Equipment Demand

NVDQ

Nvidia's valuation depends heavily on investor expectations of future growth.

T-Rex 2X Inverse NVIDIA Daily Target ETF

YieldMax NVDA Option Income Strategy ETF

GraniteShares 2x Short NVDA Daily ETF

Wedbush ETFMG Video Game Tech ETF

Direxion Daily NVDA Bull 2X Shares

Global X Video Games & Esports ETF

T-Rex 2X Long NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

Direxion Daily NVDA Bear 1X ETF

VanEck Video Gaming and eSport ETF

GraniteShares 2x Long NVDA Daily ETF

NVIDIA

NVIDIA Corporation

If tech giants keep on making their own chips, is Nvidia's stock destined to crash?

ASM International (OTCMKTS:ASMIY) reported quarterly earnings of $5.87 per share, exceeding estimates by $1.29. The company achieved a net margin of 23.51% and a return on equity of 19.77%. Following the earnings announcement, the stock rose 4.9% to $975.00. Analysts have mixed ratings on the stock, with two strong buy, six buy, one hold, and one sell rating. ASM International specializes in wafer processing equipment for the semiconductor industry, focusing on atomic layer deposition technology.

Market Beat

ASM International (OTCMKTS:ASMIY) Posts Quarterly Earnings Results, Beats Estimates By $1.29 EPS

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Intel's stock has surged 74% year-to-date, reaching near 26-year highs at $68.50 ahead of its Q1 2026 earnings report on April 23. The Relative Strength Index (RSI) is at 78, indicating overbought conditions. Analysts predict a modest revenue of $12.3 to $12.4 billion and a non-GAAP EPS of $0.05. Key support is at $63, with resistance at $72.50. A strong earnings report could push the stock higher, while any negative guidance may lead to a decline.

- Intel's stock has surged 74% year-to-date, reaching nearly $70, driven by strong Q4 2025 earnings and heightened demand for AI-related products.  
- The company’s Q1 2026 revenue is estimated at $12.3 to $12.4 billion, with a consensus earnings per share of just $0.01, putting pressure on future guidance.  
- Analysts anticipate a significant post-earnings price movement, with key support at $63 and resistance around $72.50, highlighting potential volatility depending on earnings results.

TradingKey

Intel

INTEL-T

GTJA Allianz SSE STAR Chip Design Thematic ETF

GraniteShares 2x Long INTC Daily ETF

Tesla

Intel Stock Has Surged 74% in 2026 and Earnings Land April 23 — Is INTC Still a Buy at $68?

SMSN

603578

Optimistic expectations regarding U.S.-Iran negotiations drove Asia-Pacific stocks higher, with South Korea's KOSPI surging 2.7% to a record high of 6,388.47 points. Tech stocks, especially in the semiconductor sector, led the gains, with Samsung Electronics and SK Hynix seeing significant increases. Despite previous volatility, market sensitivity to geopolitical risks is declining. Morgan Stanley's report highlights strong Asian semiconductor exports and AI hardware demand, suggesting potential for further valuation rerating in tech stocks. Market focus is on upcoming earnings from U.S. tech giants amid ongoing negotiations.

Samsung Electronics Co., Ltd. Sponsored GDR

THREE STARS NEW MATERIALS

XL2CSOPSMSN-U

HSBC MSCI Korea Capped UCITS ETF

XI2CSOPSMSN-U

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Merchants CSI Semiconductor Industry ETF

XL2CSOPSMSN

Hang Seng Index

Samsung Electronics 

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

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Improving Geopolitical Expectations Drive Asia-Pacific Stocks to Close Higher, South Korean Stocks Hit Record Peaks

GOLD

The State Council emphasizes strengthening the production-oriented service sector; Vance is set to visit Pakistan to advance new rounds of US-Iran negotiations. Three vessels, including an Iranian cargo ship, attempted to transit the Strait of Hormuz today. The Iran conflict has driven up European airfare costs. The Bank of Japan maintains a hawkish stance and warns of liquidation risks for hedge funds. Poland's Finance Minister rejected a plan to sell gold to fund the military. A Japanese earthquake disrupted the semiconductor supply chain, halting some NAND production. As Middle East tensions ease, US stock index futures recover, semiconductor stocks rise broadly, and the Nikkei 225 gains 0.9%

Kinross Gold

Agnico Eagle Mines

Gold.com

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SD-GOLD

Newmont

SPDR Gold Shares

Us Gbl GLD & Met

Direxion Daily Gold Miners Bull 2X

Pro Ultr GLD

Abrdn Gold ETF Trust

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

iShares MSCI Global Gold Miners

ChinaAMC Gold ETF

VanEck Junior Gold Miners ETF

YieldMax Gold Miners Opt Inc Strgy ETF

EFUND GOLD MI ETF

Microsectors Gold Miners 3x Leveraged ETN

EFUND GOLD MI-U

Sprott JR Gold Miners ETF

VanEck Gold Miners ETF

EFUND GOLD MI-R

SPDR Gold Minishares

Direxion Daily Jr Gold Miners Bull 2X

Roundhill Gold Miners Weeklypay ETF

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iShares Gold Trust

GLOBAL X Gold Explorers

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SSE Index

Global Headlines You Need to Know Before Tuesday's US Market Open

INDH

HCLTech reported a fourth-quarter revenue of 339.81 billion rupees ($3.63 billion), a 12.3% increase, but fell short of analysts' expectations of 342.36 billion rupees. The shortfall is attributed to clients reducing tech spending amid geopolitical challenges. The results also reflect a 4% decline in the Indian rupee against the U.S. dollar during the quarter.

WisdomTree India Hedged Equity

London Stock Exchange Group plc

India's HCLTech misses Q4 revenue view

IBOT

159323

RoboSense (RBSTF) launched the EOCENE SPAD-SoC architecture, introducing the Phoenix and Peacock chipsets, which set new standards for high-definition 3D perception in the LiDAR industry. The Phoenix chipset delivers 2,160-beam image-grade output, while the Peacock chipset is a fully solid-state, ultra-large array SPAD-SoC. The company aims to redefine 3D perception technology and secure a dominant position in the market through vertical integration of chipset R&D and advanced module engineering. RoboSense's RGBD sensor is expected to be released by the end of 2027, marking a significant advancement in the field.

fidelity

VanEck Robotics ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

E Fund CSI Auto Components Thematic ETF

RoboSense Unveiled EOCENE SPAD-SoC Architecture and Chipsets Phoenix and Peacock: Ushering the LiDAR Industry into the Image-grade Era of High-Definition 3D Perception

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF(512480.SH)

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF Stock Performance Chart

03:24 ETLos ingresos de HCLTech en 2026 aumentaron un 3,9%, impulsados por la creciente demanda de IA avanzada

Citi Keeps Their Buy Rating on ASM International NV (0NX3)

SK Hynix to invest about $13 billion in a new South Korea plant to meet AI memory demand

Strong Chinese Demand Drives Japan's March Export Surge of 11.7%

ASM's Q2 Guidance Surpasses Expectations Significantly as AI Infrastructure Boosts Chip Equipment Demand